Updated:Jun 3, 2026

MOK Financial Planning & Tax

MOK Financial Planning & Tax is an RIA that combines financial planning with tax preparation services for individuals and small businesses.

MOK Financial Planning & Tax

MOK Financial Planning & Tax, Inc. is an SEC-registered investment adviser in Millis, MA. The firm manages approximately $54 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

What services does MOK Financial Planning & Tax offer?

The firm provides financial planning, investment management, retirement planning, estate planning, and tax preparation. It targets individuals and small businesses, integrating tax strategies with investment decisions under one advisor-client relationship.

How does MOK structure its fees?

The firm likely charges a flat fee or hourly rate for financial planning, plus a percentage of assets under management for investment accounts. Tax preparation may be priced per return. Fee details are not publicly disclosed.

Who owns MOK Financial Planning & Tax?

Public records do not disclose the firm's ownership structure or named principals. The firm may be a sole proprietorship or small partnership.

What is the minimum investment required?

No minimum asset threshold is publicly disclosed. The firm's focus on individuals and small businesses suggests a low or no minimum.

Does MOK offer tax preparation for entities other than individuals?

Yes, the firm lists tax preparation for both individuals and small businesses. This likely includes corporate and partnership returns.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.